An astronaut overseeing a futuristic data hub
Download PDFMarkdown Version

Connect Delio to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Control your private market workflows through natural conversation.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

Waiting for input…

Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 14 capabilities

We ship only the actions that matter.

Capability set01 / 04

01-04

4 capabilities in this set.

Part of 14 available through Delio.

  1. 01

    List portfolio assets

    This capability pulls a complete list of all assets currently in your portfolio.

  2. 02

    List portfolio transactions

    Use this to see every transaction recorded within your portfolio.

  3. 03

    List user groups

    This capability retrieves all user groups defined within your Delio tenant.

  4. 04

    List deal transactions

    This capability lists all deal-related transactions, including subscriptions, capital calls, distributions, fees, and adjustments.

Capability set02 / 04

05-08

4 capabilities in this set.

Part of 14 available through Delio.

  1. 05

    List deal investor workflows

    Use this to see the specific workflows assigned to investors for a given deal.

  2. 06

    List organisation settings

    This capability reads your tenant's organization settings as a key/value map.

  3. 07

    Get asset details

    This capability fetches deep, specific information about a single asset.

  4. 08

    Get compliance implementation

    Use this to retrieve a specific compliance implementation along with all submitted answers.

Capability set03 / 04

09-11

3 capabilities in this set.

Part of 14 available through Delio.

  1. 09

    Get user

    This capability pulls a single user's full data graph from the system.

  2. 10

    Invite user

    This capability sends a platform invitation to a new user using their email and required roles.

  3. 11

    List compliance forms

    This capability provides a list of all defined compliance forms like KYC or AML.

Capability set04 / 04

12-14

3 capabilities in this set.

Part of 14 available through Delio.

  1. 12

    List portfolio investors

    Use this to get a list of all investors in your portfolio.

  2. 13

    List users

    This capability lists platform users and supports searching by name or email.

  3. 14

    Get deal workflow status

    This capability shows exactly where an investor stands in the deal lifecycle.

Real work

What teams actually run

01

Real-time Deal Tracking

Ask your agent for the status of a specific investor's workflow during a live deal.

02

Portfolio Reporting

Quickly pull lists of assets or transaction histories for a specific fund.

03

User Onboarding

Invite new investors to the platform by simply telling your agent their email and role.

04

Compliance Verification

Check if KYC or AML forms have been completed by specific users.

Automate a task

Put Delio to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Delio works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Delio to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

1061ms average. Fast in production.

Delio is checked daily against the live service.

Daily averagePeak 1207ms
Oct 3Today
Fastest day
879ms
Slowest day
1207ms
14-day trend
Stable-1%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 14 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Delio, so you can see the experience inside your AI.

It does not authenticate your account with Delio. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Delio Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_1V5LTdYsmvNt4Y4v5Cqlbqcp0IU0eI4yMRYiUnGE/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Delio capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "delio-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_1V5LTdYsmvNt4Y4v5Cqlbqcp0IU0eI4yMRYiUnGE/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Delio in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Delio owners hand off.

This MCP is built for professionals managing private market funds and investor relations.

  • 01

    Investment Managers

    They use the agent to check deal progress and portfolio assets without leaving their workflow.

  • 02

    Operations Teams

    They hand off user invitations and compliance form management to the AI.

  • 03

    Integration Engineers

    They use the MCP as a live API explorer to map out Delio's data model.

FAQ

Questions Delio owners ask.

  • 01

    How do I connect my Delio account?

    You need your Delio API Token and your tenant's Base URL. Once you enter these into the Vinkius setup, you can connect your AI client immediately.

  • 02

    Which AI clients can I use with this MCP?

    You can use any MCP-compatible client, including Claude, Cursor, and Windsurf.

  • 03

    Can I manage users through the AI?

    Yes, you can search for users, get their full data, and send new invitations through your agent.

  • 04

    Does this MCP handle compliance data?

    Yes, it allows you to list compliance form definitions and retrieve specific implementations with the answers submitted by investors.

  • 05

    Is my Delio data secure?

    Vinkius hosts the MCP and manages your credentials securely, allowing your agent to interact with your Delio tenant through authorized API calls.

  • 06

    How do I get a Delio API token?

    API tokens are issued by the Delio team. Contact your Delio integration lead and tell them your tenant name, whether you need sandbox or production, and the team or system that will hold the token. Tokens are bearer credentials. treat them like passwords and cycle them regularly via the Token API.

  • 07

    What is the difference between sandbox and production?

    Every tenant has two environments: sandbox (isolated data, safe for development and testing, URLs like https://.sandbox.deliowealth.com/) and production (your live tenant, URLs like https://.deliowealth.com/). The API surface is identical. build against sandbox, then switch the base URL when ready.

  • 08

    Can my AI manage the full deal lifecycle?

    Yes. Use get_deal_workflow_status to check where an investor is in the deal lifecycle, list_deal_investor_workflows to see every investor's progress on a deal, and list_deal_transactions to browse all transactions across deals. This gives your AI full visibility into the deal pipeline from invitation to completed transaction.

Explore

More in Compliance

Suggestions

Connect Delio to Claude, Cursor, ChatGPT & more